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China On Course For GDP Below 6%

Macroeconomic fundamentals and trends indicate a real risk of a permanent slowdown in Chinese activity to 6% or below in the very near term. The process of economic development in China is very likely to initiate a reversal of the gold-rush mentality that has gripped the market for the past decade and spark a crisis of confidence which does some damage to both capital costs and real activity in China.

Please review our China Economic Outlook, first published in April, in which we analyze the key opportunities and risks for China in the upcoming quarters: Iron Harbor Open Market - China